reports

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Hide Debt Ratio in Toolkit Reports Net Worth

For this setting to do anything, you must have the Toolkit Reports setting turned on in your General settings. The title explains it all -- if you turn this setting on, the Debt Ratio calculation will not be displayed on the Net Worth report in the Toolkit Reports. … [Read more...] about Hide Debt Ratio in Toolkit Reports Net Worth

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Toolkit Reports

YNAB offers a full set of reports including Spending Reports, Net Worth, and Income vs Expense. In each of these you can adjust multiple filters. You can specify a certain date range. You can include or exclude categories. And you can filter out or narrow down to specific accounts. YNAB's default reports are pretty handy. But the reports available with the Toolkit take reporting and data visualization to a whole new level. Turning on the Toolkit Reports in Toolkit for YNAB doesn’t replace … [Read more...] about Toolkit Reports

Toolkit for YNAB – Reports Screen settings

Welcome to this multi-part tutorial series on the Toolkit For YNAB open source companion browser plugin for YNAB [You Need a Budget] — my preferred budgeting tool. Part 1: Toolkit for YNAB – General Settings walkthroughPart 2: Toolkit for YNAB – Account Screen SettingsPart 3: Toolkit for YNAB – Budget Screen SettingsPart 4: Toolkit for YNAB – Report Screen Settings Also check out my other tutorials, articles, my YouTube Channel. Note: These settings affect the default YNAB reports. Do not … [Read more...] about Toolkit for YNAB – Reports Screen settings

More than a coach

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Amazing coach

Elizabeth is an amazing personal money coach! She has been so helpful in giving us the tools to help us to forward our family finances. Can’t believe how much money we’ve saved and she’s helped us to leverage our financial resources into building the funds for what’s most important to us.

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Elizabeth is a knowledgeable, supportive, fun, and very competent money coach. If you want to learn to control your money, instead of letting it control you, Elizabeth has the enthusiasm, understanding, and insight to help you.

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